03/07/2026 09:26

Global X Semiconductor ETF (ASX: SEMI) $41.25

The SEMI ETF can be described as the “Picks & Shovels ETF Play”, providing exposure to the world's leading semiconductor companies,  exactly where the volatility has been focused this week - the ETF has fallen ~14% from its highs. With the rate of the AI buildout now coming into question, we advocate a pedantic approach to this high-flying ETF.

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25/06/2026 09:17

Global X Semiconductor ETF (ASX: SEMI) $44.99

The semiconductors held together in Asia on Wednesday, with the Korean KOSPI managing to bounce over +3%, following its 10% rout on Tuesday. However, after almost doubling in less than 3-months we believe it's time to be pedantic towards this volatile and high-flying index, though the read through from Micron’s result will be a positive one in the short term.

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12/06/2026 09:03

Global X Semiconductor ETF (ASX: SEMI) $39.73

We have touched on the SEMI ETF in recent weeks, a vehicle which provides investors with exposure to a portfolio of leading global semiconductor companies, including chip designers, manufacturers and equipment suppliers such as Nvidia, TSMC, Broadcom and ASML - a collection of companies lacking on the ASX.

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09/06/2026 09:23

Shawn’s Trade Idea: Global X Semiconductor ETF (SEMI) $41.19

After 48-hours of volatile trade its hard to know how the SEMI ETF will open today hence our relatively conservative bid this morning although it would probably have been hit yesterday when the KOSPI fell more than 8% - this order may well be amended through the week.

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01/05/2026 09:05

Global X Semiconductor ETF (ASX:SEMI) $31.82

The SEMI ETF can be described as the “Picks & Shovels ETF Play” providing exposure to the world's leading semiconductor companies,  spanning chip designers, manufacturers, and equipment providers, with heavyweights like NVIDIA, TSM and ASML Holdings (NASDAQ:ASML) major holdings. In simple terms, no AI model gets trained, no data centre gets built, and no smart device gets made without the chips SEMI's holdings produce, making it the most direct play on the raw computing power driving the entire AI buildout.

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10/04/2026 09:17

Global X Semiconductor ETF (ASX:SEMI) $27.00

The Global X Semiconductor ETF (ASX: SEMI) is the most concentrated and highest-conviction AI infrastructure play available to Australian investors on the ASX. It tracks the Solactive Global Semiconductor 30 Index, a deliberately tight portfolio of ~30 global semiconductor leaders spanning chip design, manufacturing, and equipment. The top five holdings are TSMC 10.2%, ASML 9.2%, Broadcom 9,0%, NVIDIA at 8.5%, and Micron 7.8%.

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